See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $71,553 |
Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 | Insurance Broker | $38,649 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 19 · EIN 26-1589907 | Securities Custodian | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,377 | $63,114+78.1% | $92,893+21.0% | $65,185+72.4% |
| Participation rate | 96.5% | 68.8%+27.8pp | 76.0%+20.5pp | 70.2%+26.3pp |
| Annual return | 32.61% | 28.75%+3.9pp | 109.41%-76.8pp | 29.38%+3.2pp |
| Employer contribution / active EE | $3,855 | $2,571+50.0% | $3,653+5.5% | $2,177+77.1% |
| Participant deferral / active EE | $8,816 | $3,108+183.7% | $4,236+108.1% | $3,514+150.9% |
| Admin fee / account holder | $418 | $624-32.9% | $5,794-92.8% | $847-50.6% |